5T WEALTH, LLC

other names
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Adviser Profile
As of Date 09/03/2024
Adviser Type - Large advisory firm
Number of Employees 3 -50.00%
of those in investment advisory functions 2
Registration California, Terminated, 7/15/2003
Other registrations (1)
AUM* 216,101,758 10.95%
of that, discretionary 215,601,793 10.94%
Private Fund GAV* 10,840,035
Avg Account Size 598,620 -0.11%
% High Net Worth 15.73% -18.83%
SMA’s Yes
Private Funds 1
Contact Info (70 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
218M 186M 155M 124M 93M 62M 31M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$10,840,035

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